1. Accessing the Lawson Web

2. Same as email sign- on

3. This screen will appear after log-in. Select “Show Directory of Units and Owners.” Need help requesting access

4. The name of the owner is in blue. This is the person who can give access to view the unit online. Double click on the name to send them an email request. Once you have access to a report, it will appear on the main screen.

5. Go back to the Main Screen: Select the fiscal year Check the box of the report you would like to view Select the “View Reports” button

6. Operating Units (Starting with 1xxx) Your “budget” amount is the revenue or expenses your unit is anticipated to generate or spend. Your “actual” amount is the amount of the revenue and expenses you have actually generated to spend for the period.

7. The Variance column shows the difference between your budget and the actual amounts. You should pay close attend to this column and especially the grand total. The grand total “credit” balance means you are over budget or expected to generate that much more in revenue. The grand total debit balance means you are under budget and/or have that much more budgeted amount available for expenditures.

8. Roll- Forward Units (Starting with 3xxxx,4xxxx,6xxxx,9xxxx) The grand total in the “actual” column is the balance of the unit. (credit) balance = available balance Debit balance = overspent

9. Select the TR button to view the transaction detail.

10. Example of transaction detail:

11. Transaction Reports Will take you directly to the transaction detail. Can be run year-to-date or by period. Can export transactions directly to Excel. See the next slide for examples.

12. Click Open Check Excel format

13. The transaction data will be exported to Excel. Now you can sort, filter, subtotal, etc. as needed.

14. Click “Clear Report Choices” before selecting a new report.

15. Help! has info on Lawson web as well as Excel tips.